Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,126 | $97,550+27.2% | $120,344+3.1% | $87,485+41.9% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.7%-10.9pp | 68.9%-3.1pp |
| Annual return | 17.60% | 18.41%-0.8pp | 20.30%-2.7pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,231 | $4,2300% | $5,135-17.6% | $4,274-1.0% |
| Admin fee / account holder | $890 | $9,543-90.7% | $12,742-93.0% | $7,775-88.5% |